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Constellation Energy
CEG

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1151
Pursue Wealth Partners
California
$557K – – –
KP
1152
Keel Point
Alabama
$557K +$32.7K +90 +6%
LAM
1153
L2 Asset Management
Massachusetts
$555K +$38.2K +105 +7%
FWA
1154
FORM Wealth Advisors
Wisconsin
$554K +$569K +1,567 New
FHA
1155
Flagship Harbor Advisors
Massachusetts
$550K -$74.5K -205 -12%
WDG
1156
Wealth Dimensions Group
Ohio
$549K -$1.82K -5 -0.3%
HT
1157
Heritage Trust
Oklahoma
$548K +$1.82K +5 +0.3%
TTWM
1158
TCV Trust & Wealth Management
Virginia
$548K – – –
LSPW
1159
Lake Street Private Wealth
Illinois
$547K +$4.72K +13 +0.8%
AC
1160
Apella Capital
Connecticut
$543K +$40K +110 +8%
PGWM
1161
Parisi Gray Wealth Management
New Jersey
$543K +$89.4K +246 +19%
KCIC
1162
Kuhn & Co Investment Counsel
Illinois
$542K +$37.4K +103 +7%
BFS
1163
Bare Financial Services
Pennsylvania
$541K -$216K -593 -28%
SW
1164
Simplicity Wealth
New Jersey
$541K +$64K +176 +13%
ALAM
1165
Asahi Life Asset Management
Japan
$541K +$556K +1,531 New
NOI
1166
Newton One Investments
Delaware
$539K – – –
GLR
1167
Great Lakes Retirement
Ohio
$538K +$553K +1,523 New
CIA
1168
Compass Ion Advisors
Pennsylvania
$536K +$15.6K +43 +3%
QCIG
1169
Quad-Cities Investment Group
Iowa
$533K +$152K +417 +38%
AWA
1170
AmeriServ Wealth Advisors
Pennsylvania
$532K +$547K +1,505 New
A
1171
AlphaQuest
New York
$531K +$109K +300 +25%
WF
1172
Welch & Forbes
Massachusetts
$530K -$5.45K -15 -1%
FMTCOCP
1173
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$530K – – –
WIM
1174
WealthPlan Investment Management
Nebraska
$529K +$4K +11 +0.7%
BFA
1175
Beaumont Financial Advisors
Massachusetts
$527K +$5.82K +16 +1%
45 46
47
48 49